Plan For Your Future.
Live Your Life Now.

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WEALTH
MANAGEMENT

With just a little surplus income, you can manage your wealth successfully with the right options. Trajan Wealth can help maximize your investments with our expert knowledge in portfolio growth. Speak to a Trajan Wealth financial advisor today about managing your wealth in a responsible, efficient, and money increasing manner.

ANNUITIES

Are you thinking of setting up an annuity? Are you the beneficiary of an annuity? Talk to Trajan Wealth today to learn more about how to best set up your annuity, what type of annuity is right for you, or how to make sure beneficiaries get the funds available through an annuity.
We're happy to answer all your questions.

Financial Planning Services for the Scottsdale and Phoenix, AZ, Area

Trajan Wealth is an independent financial services company dedicated to helping investors make sense of their current and future financial lives. As a Registered Investment Advisor (RIA), we have the experience, knowledge, and dedication needed to help clients in all stages of planning navigate the ever-changing economic landscape.

The name Trajan was given to a Roman Emperor who reigned from 98 to 117 AD. Marcus Augustus, also known as Trajan, was credited for the largest growth in the Roman Empire. Trajan was given the nickname “Optimus,” which means best, and he is considered the best of all Roman Caesars.

Trajan the Emperor introduced programs that helped cities whose finances were strained and helped reduce taxation. Like the emperor, Trajan Wealth’s values include low-cost, low-fee savings programs that can help minimize your tax burden. As an independent practice, we have a fiduciary duty to put your best interests first.

Moving America Forward

To many, retirement may seem like a lifetime away,
but whether you're in your twenties or your fifties, preparing for retirement and beyond starts now. Trajan Wealth provides a variety of resources and options to help you set up for your and your family's future. We handle everything from trusts to 401(K)s, Social Security to wills.

We're not just another financial planner. We help you set up the right financial options today so you can enjoy all your tomorrows.

Trajan Wealth

Trajan Wealth helps our clients prepare for a successful future through financial options that are best for your lifestyle. Speak to our financial team today about your future goals and how we can help.